Are you more risk averse now?

[Duck]

I’m still stickng with my original plan (posted in Oct. aove) with a few adjustments. I got out of CAT and a couple mutual funds in my trading account and only hold DE and BRK alng with some international mutual funds. Lots of cash on the sidelines and hopefully more once a few RE deals close later in 2008. It seems like a good long term (5-10 years) trade will be the companies that benefit from emerging middle class in India, China, etc. Should mean higher corn, wheat, meat prices as they inprove their diets. Railroads should benefit, fertilizer companies, DE, etc. I’m looking for some ETF’s that might fit that model. Anyone have any ideas?

Financials were actually th best performing sector last week despite the bad news which could signal something close to a bottom for them, but I doubt it. I think the BA buyout of CFC may lend some transparency to the entire financial sector over the next 6-9 months. They aren’t expected to close until the 3rd qtr. so BA will have time to uncover every blemish on Angelo’s arse during that time (sorry for the visual). Meanwhile I expect the write offs to continue for at least the first 2 qtr’s of ’08.

A good trade might be the bonds of some these financials and hombuilders although many have already rallied.

My cash earning 5% is now earning about 3.5% so that’s dead money. Need to put it to work.

[Duck]

I’m still stickng with my original plan (posted in Oct. aove) with a few adjustments. I got out of CAT and a couple mutual funds in my trading account and only hold DE and BRK alng with some international mutual funds. Lots of cash on the sidelines and hopefully more once a few RE deals close later in 2008. It seems like a good long term (5-10 years) trade will be the companies that benefit from emerging middle class in India, China, etc. Should mean higher corn, wheat, meat prices as they inprove their diets. Railroads should benefit, fertilizer companies, DE, etc. I’m looking for some ETF’s that might fit that model. Anyone have any ideas?

Financials were actually th best performing sector last week despite the bad news which could signal something close to a bottom for them, but I doubt it. I think the BA buyout of CFC may lend some transparency to the entire financial sector over the next 6-9 months. They aren’t expected to close until the 3rd qtr. so BA will have time to uncover every blemish on Angelo’s arse during that time (sorry for the visual). Meanwhile I expect the write offs to continue for at least the first 2 qtr’s of ’08.

A good trade might be the bonds of some these financials and hombuilders although many have already rallied.

My cash earning 5% is now earning about 3.5% so that’s dead money. Need to put it to work.

[Duck]

I’m still stickng with my original plan (posted in Oct. aove) with a few adjustments. I got out of CAT and a couple mutual funds in my trading account and only hold DE and BRK alng with some international mutual funds. Lots of cash on the sidelines and hopefully more once a few RE deals close later in 2008. It seems like a good long term (5-10 years) trade will be the companies that benefit from emerging middle class in India, China, etc. Should mean higher corn, wheat, meat prices as they inprove their diets. Railroads should benefit, fertilizer companies, DE, etc. I’m looking for some ETF’s that might fit that model. Anyone have any ideas?

Financials were actually th best performing sector last week despite the bad news which could signal something close to a bottom for them, but I doubt it. I think the BA buyout of CFC may lend some transparency to the entire financial sector over the next 6-9 months. They aren’t expected to close until the 3rd qtr. so BA will have time to uncover every blemish on Angelo’s arse during that time (sorry for the visual). Meanwhile I expect the write offs to continue for at least the first 2 qtr’s of ’08.

A good trade might be the bonds of some these financials and hombuilders although many have already rallied.

My cash earning 5% is now earning about 3.5% so that’s dead money. Need to put it to work.

[drunkle]

anyone watching amd? between intel and amd, it’s a duopoly and amd has been hammered for some reason. they also own ati which, between nvidia and ati own the graphics processor space.

[drunkle]

anyone watching amd? between intel and amd, it’s a duopoly and amd has been hammered for some reason. they also own ati which, between nvidia and ati own the graphics processor space.

[drunkle]

anyone watching amd? between intel and amd, it’s a duopoly and amd has been hammered for some reason. they also own ati which, between nvidia and ati own the graphics processor space.

[drunkle]

anyone watching amd? between intel and amd, it’s a duopoly and amd has been hammered for some reason. they also own ati which, between nvidia and ati own the graphics processor space.

[drunkle]

anyone watching amd? between intel and amd, it’s a duopoly and amd has been hammered for some reason. they also own ati which, between nvidia and ati own the graphics processor space.

[Bubblesitter]

Guys, PLEASE PLEASE review your bond fund prospectus for exposure to MBS (mortgage backed securites).

Many of you may have shifted big parts of your 401Ks from stocks to supposedly “safe” bond funds. A large number of these have significant exposure to MBS.

I scrubed and rescrubbed my portfolio a few months back of MBS (mortgage-backed securities), and shifted out.

Some additional background.

http://www.chicagotribune.com/business/columnists/chi-fri_gail_0208feb08,0,4103784.column

Bubblesitter

[Bubblesitter]

Guys, PLEASE PLEASE review your bond fund prospectus for exposure to MBS (mortgage backed securites).

Many of you may have shifted big parts of your 401Ks from stocks to supposedly “safe” bond funds. A large number of these have significant exposure to MBS.

I scrubed and rescrubbed my portfolio a few months back of MBS (mortgage-backed securities), and shifted out.

Some additional background.

http://www.chicagotribune.com/business/columnists/chi-fri_gail_0208feb08,0,4103784.column

Bubblesitter

[Bubblesitter]

Guys, PLEASE PLEASE review your bond fund prospectus for exposure to MBS (mortgage backed securites).

Many of you may have shifted big parts of your 401Ks from stocks to supposedly “safe” bond funds. A large number of these have significant exposure to MBS.

I scrubed and rescrubbed my portfolio a few months back of MBS (mortgage-backed securities), and shifted out.

Some additional background.

http://www.chicagotribune.com/business/columnists/chi-fri_gail_0208feb08,0,4103784.column

Bubblesitter

[Bubblesitter]

Guys, PLEASE PLEASE review your bond fund prospectus for exposure to MBS (mortgage backed securites).

Many of you may have shifted big parts of your 401Ks from stocks to supposedly “safe” bond funds. A large number of these have significant exposure to MBS.

I scrubed and rescrubbed my portfolio a few months back of MBS (mortgage-backed securities), and shifted out.

Some additional background.

http://www.chicagotribune.com/business/columnists/chi-fri_gail_0208feb08,0,4103784.column

Bubblesitter

[Bubblesitter]

Guys, PLEASE PLEASE review your bond fund prospectus for exposure to MBS (mortgage backed securites).

Many of you may have shifted big parts of your 401Ks from stocks to supposedly “safe” bond funds. A large number of these have significant exposure to MBS.

I scrubed and rescrubbed my portfolio a few months back of MBS (mortgage-backed securities), and shifted out.

Some additional background.

http://www.chicagotribune.com/business/columnists/chi-fri_gail_0208feb08,0,4103784.column

Bubblesitter

[NewtoSanDiego]

Bubblesitter, you sound like you might have your act together.

There are other dudes on this site that are suggesting a total financial collapse. I guess that would put us in a great depression.

There’s always a nut job holding up the sign “The END is Near”, even if times are great.

What do you guys think of % likelihood of a systemic financial collapse? Equivalent to the great depression.

[NewtoSanDiego]

Bubblesitter, you sound like you might have your act together.

There are other dudes on this site that are suggesting a total financial collapse. I guess that would put us in a great depression.

There’s always a nut job holding up the sign “The END is Near”, even if times are great.

What do you guys think of % likelihood of a systemic financial collapse? Equivalent to the great depression.

[Author]

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